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A simple and smart way to give is to name Shepherd the owner and beneficiary of a life insurance policy or retirement account.

Life Insurance Policies
Making a gift of a life insurance policy is an affordable way to give because you can select premium payments that fit your income. Through this type of gift, younger people can make small premium payments that ultimately add up to a significant donation. Tax benefits include:

  • Tax deductions for gifts that fund premium payments

  • An immediate tax deduction when you give an existing policy; this also removes the policy from your taxable estate

  • Reduced estate tax liability when you name Shepherd the owner and beneficiary of an existing policy

Retirement Accounts
Making planned gifts from IRAs, qualified employee benefit plans, tax-sheltered annuities, and other retirement accounts is an excellent way to fund a charitable donation. These assets can be significantly depleted by estate and income taxes when passed to your heirs, but they can be left to Shepherd tax-free. It is also simpler to make a gift through a retirement plan than through a will.

To make a planned gift, please contact us at 304-876-5378. We will be happy to work with you and your financial advisor to create a plan that's right for you.

 

Create the Future | P.O. Box 5000 | Shepherdstown, West Virginia | 25443-5000 | 304-876-5378 | 800-344-5231